The Walt Disney Company

Global-E Online Ltd. Ordinary Shares

SoFi Technologies, Inc. Common Stock

Trex Company, Inc.

YETI Holdings, Inc. Common Stock

I touched base on four of my favorite publicly-traded growth companies out there right now in my most recent Motley Fool article.

Two are more hypergrowth style, and two are steady-Eddie types with fair prices -- all are down around 40% to 65% YTD.

[https://www.fool.com/investing/2022/08/29/4-growth-stocks-to-invest-100-in-right-now/](https://www.fool.com/investing/2022/08/29/4-growth-stocks-to-invest-100-in-right-now/)

A one-sentence takeaway for each:

- $SOFI - Building the rails for fintechs (neobanks) to operate on while building a broader consumer-facing (banking) flywheel.
- $TREX - Feel-good, sustainable decking products, matched with a great valuation (PE of 21) and a history of stomping the market.
- $YETI - Unaided brand awareness continues rising, cult-like following persists amongst its fans, and a PE of only 17.
- $GLBE - Landed $DIS as a partner to help expand their global DTC sales -- an incredibly positive sign for Global-e's future and hopefully a harbinger of things to come.

Tough choices. Big fan of $YETI as a company. Lean employee numbers give it top notch margins. Excellent management gives it >50% ROE and so far solid capital management, paying down debt when it’s stock is overpriced and bought back shares decisively once it dipped over 50%, completing total buy back program in 1 quarter.
​
$TREX will likely be the next new add for me. Been wanting to buy for 3+ years but just couldn’t when it’s PE was 40-60. But with a PE of 21 and a big revenue guidance downward. I think in the next 6 months will be a great time to be a long term share holder.
​
Global -E has been on my watch list since IPO. Love financial middlemen. Still watching. Do you worry about there recent 10x increase in SGA to maintain its revenue growth. SGA 9, 11, 19 million for 2018, 19, 20 (about 10% of revenue). This jumped to 126 million in 2021, 51% of revenue. 
​
Banks are too depend on the fed for their cost of capital. I’ll likely never own a bank.

Shares of these fast-growing businesses are down by between 41% and 63% year to date.

https://www.fool.com/investing/2022/08/29/4-growth-stocks-to-invest-100-in-right-now/

4 Growth Stocks to Invest $100 in Right Now | The Motley Fool

4 Growth Stocks I'll Be Adding To

This member is verified by the Commonstock team based on their contributions to the Commonstock community. 

Verified Member

This member connected a brokerage account and is sharing trades and portfolio performance with the community. 